Accountable Training Solutions and and its training partner, AAMC Training Group (Registered Training Organisation 51428), offer you a range of specialist RG146 modules or packaged courses.
Accountable and AAMC also created an RG146 Accreditation Program in Superannuation & SMSF’s, developed specifically for busy accountants.
All courses are conducted in an online, self-paced program, allowing you to work through it at times convenient to you and your practice.
Specialist modules include:
- FNS50611 Diploma of Financial Planning
- Advice in Life Insurance Tier 1 – (DFS2)
- Advice in Derivatives and Securities Tier 1 – (DFS3)
- Advice in Managed Investments Tier 1 – (DFS4)
- Advice in Superannuation – Tier 1 (DFS5)
- Advice in Self-Managed Super Funds Tier 1 – (DFS6)
- Advice in Insurance Broking Tier 1 – (DFS7)
- Advice in Foreign Exchange Tier 1 – (DFS8)
- Advice in Margin Lending Tier 1 – (DFS9)
- Tier 2 ASIC Accreditation – Advice in Deposit and Non-Cash Products
Course Packages include:
Option 1: FNS50611 Diploma of Financial Planning, Advice in Life Insurance (DFS2), Advice in Self-Managed Super Funds (DFS6), Advice in Superannuation Tier 1(DSF5) & Advice in Managed Investments (DFS4)
Option 2: Generic Knowledge, Advice in Self-Managed Super Funds (DFS6), Advice in Superannuation Tier 1(DSF5)
Option 3: Generic Knowledge, Advice in Self-Managed Super Funds (DFS6), Advice in Superannuation Tier 1(DSF5) and Tier 2 ASIC Accreditation – Advice in Deposit and Non-Cash Products
Option 4: FNS50611 Diploma of Financial Planning, Advice in Life Insurance (DFS2), Advice in Superannuation Tier 1(DSF5) & Advice in Managed Investments (DFS4)
Each module involves reading and assessments. The types of assessments you will need to complete include:
You may also seek a Recognition of Prior Learning (RPL) if you have previous experience or successfully completed related courses.
To register for an RG146 course with Accountable, click here to download the Booking Form.
Current Federal legislation requires that an accountant holds an RG146 certification should they wish to advise clients on Superannuation, SMSF’s or any other financial products.
To provide clients with advice or recommendations on SMSF’s, accountants must obtain minimum RG146 certification. Without it, you will not be able to become authorised under a licence to advise your clients.
Once you are issued with your Certificate of RG146 Compliance and before you can start providing advice to clients on SMSF’s, contributions, pension, etc. ASIC and Corporations legislation require that you first be appointed as an Authorised Representative of an Australian Financial Services Licence (AFSL).
An AFSL is an entity that has been approved by ASIC to be a provider of SMSF and financial product advice to the public and is subject to audit on a yearly basis.
An AFSL is approved by ASIC to appoint RG146 qualified individuals as Authorised Representatives of the licence. This allows those individuals to advise clients on SMSF’s and financial services.
The AFSL is required to audit the individuals on a yearly basis and monitor them to ensure their continuing compliance with legislation.
Accountable Financial Solutions holds an AFSL (No. 409424) that is open to accountants and accounting practices only, allowing them to provide advice to clients on SMSF’s and other financial matters.